Punch & Associates Investment Management’s HCI Group HCI Stock Holding History

Punch & Associates Investment Management’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.86M	Hold	12,000	–	–	0.11%	134
2025 Q4	$2.3M	Sell	12,000 -280	-2%	-$52.7K	0.13%	128
2025 Q3	$2.36M	Buy	12,280 +280	+2%	+$44.3K	0.14%	130
2025 Q2	$1.83M	Hold	12,000	–	–	0.11%	134
2025 Q1	$1.79M	Sell	12,000 -6,291	-34%	-$798K	0.12%	132
2024 Q4	$2.13M	Buy	18,291 +2,053	+13%	+$234K	0.12%	138
2024 Q3	$1.74M	Buy	+16,238	New	+$1.54M	0.1%	145
2015 Q1	–	Sell	-43,300	Closed	-$1.87M	–	178
2014 Q4	$1.87M	Sell	43,300 -35,100	-45%	-$1.55M	0.24%	143
2014 Q3	$2.82M	Hold	78,400	–	–	0.39%	113
2014 Q2	$3.18M	Hold	78,400	–	–	0.43%	105
2014 Q1	$2.85M	Hold	78,400	–	–	0.39%	109
2013 Q4	$4.19M	Sell	78,400 -10,000	-11%	-$457K	0.56%	72
2013 Q3	$3.61M	Sell	88,400 -17,934	-17%	-$621K	0.56%	72
2013 Q2	$3.27M	Buy	+106,334	New	+$3.22M	0.57%	74

Other funds holding HCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Punch & Associates Investment Management's HCI Position: Q1 2026 in Review

Punch & Associates Investment Management held its HCI Group (HCI) position steady in Q1 2026 at 12,000 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #134.

Punch & Associates Investment Management first reported a position in HCI in Q2 2013 and has held it in 14 quarters since. The position peaked at $4.19M in Q4 2013. 278 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

Punch & Associates Investment Management held 12,000 shares of HCI Group worth $1.86M as of Q1 2026.
Punch & Associates Investment Management left its HCI Group share count unchanged in Q1 2026.
HCI Group made up 0.11% of Punch & Associates Investment Management's portfolio in Q1 2026, its #134 holding.
Punch & Associates Investment Management first reported a position in HCI Group in Q2 2013 and has held it in 14 quarters since.
Punch & Associates Investment Management's HCI Group position peaked at $4.19M in Q4 2013.
278 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.